Spinnaker Client app icon

Apps Like Spinnaker Client for iPhone and iPad

by Spinnaker Investment Group★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Spinnaker Client screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Solid Point Wealth Advisors app icon

    Solid Point Wealth Advisors

    Solid Point Wealth Advisors, LLC

    View financial data and manage budgets

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  2. JFS Wealth Advisors app icon

    JFS Wealth Advisors

    JFS Wealth Advisors, LLC

    Track expenses, view reports, secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from financial . Manage budgets and track spending. Set financial goals and monitor progress.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  2. Marmo Financial Group app icon

    Marmo Financial Group

    Marmo Financial Group, LLC.

    View data and manage budgets

    View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track spending.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details
  4. Team Hewins, LLC app icon

    Team Hewins, LLC

    Team Hewins, LLC

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details
  5. Arbor Capital Management app icon

    Arbor Capital Management

    Arbor Capital Management, Inc.

    View financial data and manage budgets

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track spending.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
    App details
  13. Cresta Advisors app icon

    Cresta Advisors

    Cresta Advisors, LTD.

    View finances, track expenses, secure documents, create

    View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a document vault. Manage budgets and track spending.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-16
    App details
  14. Ballast Advisors app icon

    Ballast Advisors

    Ballast Advisors, LLC

    View finances, track expenses, secure documents, create

    View financial data through an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely with a financial advisor. Access budgeting tools and manage financial documents.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  15. West Financial Services, Inc. app icon

    West Financial Services, Inc.

    West Financial Services, Inc.

    View data and manage budgets

    View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a vault. Access budgeting tools and additional features.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  17. Wealth Architects, LLC app icon

    Wealth Architects, LLC

    Wealth Architects, LLC

    View financial data and manage budgets

    View financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.

    ★ 4.02 ratingsFinanceFreeData updated 2026-09-18
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.